Join us for an unmatched educational experience and connect with fellow Fee-Only advisors in the NAPFA community.

Registration opens February 5, 2025! Check back soon to reserve your spot at the premier Fee-Only financial planning conference.

Pricing

Additional Pricing Information

Conference Recordings On-Demand

Relive the sessions at your convenience and earn CFP® CE and NAPFA CE credit for applicable sessions. Purchase the on-demand package to access all conference content whenever it suits you. Receive the discounted pricing when you attend the conference in person:

• Members: $440
• Non-Members: $520

Day Passes

• Thursday Pass: $499
• Friday Pass: $499
• Saturday Pass: $399

Please note: you may only purchase one day pass. Conference recordings and evening events are not included in day pass registration.

Guests

• Thursday Cocktail Reception: $45
• Friday Closing Party: $125
• Thursday Cocktail Reception and Friday Closing Party: $150
• All Meals (Includes Cocktail Reception and Closing Party): $500

Registration Discounts

• First Time Attendee: $100 off registration
• Full-Time Undergraduate Student: $199 total for registration
• Program Director, if Bringing Two or More Students: Free

Please email conference@napfa.org for discount registration discount codes.

Cancellation Policy

Cancellation and refund requests must be made in writing by April 7, 2025. A refund of the conference fee, minus a $100 administrative fee, will be given for cancellations received by that date. No refunds will be granted for requests received after April 7, 2025. Submit all requests to the NAPFA Education Team. NAPFA regrets that refunds will not be given for no-shows. For more information regarding refund, complaint, and/or cancellation policies please contact our offices at 847-483-5400.

Explore the full event policy here.

Continuing Education

CEs are subject to approval.

NAPFA is an approved CFP® CE provider.

NAPFA is an IRS-approved sponsor for Enrolled Agents

National Association of Personal Financial Advisors (NAPFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.

Sponsor # 104015

Number of sessions qualifying for CPE credit: *TBD

Delivery Method: Group Live

Level of learning: Overview

Advance preparation: None

Prerequisites: None

Investment Adviser Representative (IAR) Continuing Education (CE)

NAPFA has applied to be an IAR CE provider and, based on acceptance, will offer 6 IAR CE credits for the five asterisked courses in the agenda (3 CEs in “Products & Practice” and 3 CEs in “Ethics & Professional Responsibility”). These courses will also be made available to purchasers in self-study format in NAPFA’s Learning Center, based on acceptance (excluding the 2-CE Ethics course).

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.